Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $770,077,413 in 1,764 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management770MILLION
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Total Number of Accounts1,764ACCOUNTS
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Average Account Value$436,552
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, DC, DE, FL, MD, NC, NJ, NY, OH, PA, VA, WV
Steven Albert (CRD# 5117252) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 18 years of experience in the finance industry.
Randy Beeman (CRD# 3027730) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Winchester, VA and has over 25 years of experience in the finance industry.
Michael Cohen (CRD# 2828880) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 24 years of experience in the finance industry.
Michael Creamer (CRD# 2930699) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Rockville, MD and has over 26 years of experience in the finance industry.
Jonathan Dinkins (CRD# 2534809) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 28 years of experience in the finance industry.
Jonathan Dinkins (CRD# 5126688) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 11 years of experience in the finance industry.
George Ingram (CRD# 5017791) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Rockville, MD and has over 18 years of experience in the finance industry.
Edward Jacobson (CRD# 3099582) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 25 years of experience in the finance industry.
Avraham Levitan (CRD# 6600632) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 8 years of experience in the finance industry.
Todd Norris (CRD# 5415707) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 15 years of experience in the finance industry.